BHPW
CHI

Beverly Hills Private Wealth’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Beverly Hills Private Wealth’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,820
Closed -$129K – 341
2024
Q4 		$129K Buy
10,820
+254
+2% +$3.01K 0.03% 327
2024
Q3 		$123K Buy
10,566
+255
+2% +$2.93K 0.02% 333
2024
Q2 		$120K Buy
10,311
+255
+3% +$2.87K 0.03% 344
2024
Q1 		$114K Buy
+10,056
New +$109K 0.03% 351

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Beverly Hills Private Wealth's CHI Position: Q1 2025 in Review

Beverly Hills Private Wealth sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 10,820 shares — an estimated $129K sold.

Beverly Hills Private Wealth first reported a position in CHI in Q1 2024 and held it in 4 quarters. The position peaked at $129K in Q4 2024. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

  • Beverly Hills Private Wealth reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,820 Calamos Convertible Opportunities and Income Fund shares in Q1 2025, an estimated $129K.
  • Beverly Hills Private Wealth first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2024 and held it in 4 quarters.
  • Beverly Hills Private Wealth's Calamos Convertible Opportunities and Income Fund position peaked at $129K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.